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Portfolio (Quarterly) Guide ↗

Serenus Wealth Advisors, LLC

· CIK 0002053695
13F Portfolio $573M AUM 75 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 15 Added 12 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPM JPMORGAN CHASE & CO COM Financial Services 3,095.0 $1.0M 0.18% NEW $327.33 +11.0%
2 CRWD CROWDSTRIKE HLDGS INC CL A Technology 428.0 $327K 0.06% NEW $190.79 +11.6%
3 MU MICRON TECHNOLOGY INC COM Technology 263.0 $304K 0.05% NEW $1154.29 -18.5%
4 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,281.0 $266K 0.05% NEW $116.66 +47.0%
5 LNTH LANTHEUS HLDGS INC COM Healthcare 2,170.0 $241K 0.04% NEW $110.94 -9.6%
6 SOXX ISHARES SEMICONDUCTOR ETF 370.0 $237K 0.04% NEW $640.76 -17.1%
7 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 4,000.0 $214K 0.04% NEW $53.61 +7.9%
8 AXON AXON ENTERPRISE INC COM Industrials 369.0 $207K 0.04% NEW $560.46 +10.6%
9 V VISA INC COM CL A Financial Services 593.0 $203K 0.04% NEW $343.09 +6.2%
10 USB US BANCORP COM NEW Financial Services 156,053.0 $160K 0.03% NEW $1.03 +6208.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 88.8%
Technology 4.9%
Communication Services 3.6%
Consumer Cyclical 1.4%
Consumer Defensive 0.6%
Healthcare 0.6%
Industrials 0.1%
Energy 0.1%